Step 4: Configuring Subagent Parameters

When a Subagent is added to the canvas, a dedicated parameter configuration panel appears. This panel allows you to define the subagent’s behavior, scope, and interactions within the workflow. It enables precise control over how input is handled, what the subagent is expected to do.

For example: You are an Invoice Processing Agent. Extract invoice number, vendor, amount, and date from incoming documents and flag discrepancies.

You can also specify how the input is passed to the agent, and how the agent’s response or extracted data is used in the next steps of the workflow.

The configuration interface is organised into three key tabs:

Mandatory Parameters
Instructions
Actions

This structured approach to subagent configuration allows users to build precise, purpose-driven AI agents with role-specific instructions and tool integrations - without writing any code.

Mandatory Parameters

Use this tab to capture the fundamental attributes and prompt settings required to initialize the subagent.


Option	Description
*Indicates mandatory field
Subagent Name *	Enter a specific name for this subagent. If it is the primary agent, it will default to "New Subagent" but should be renamed to something meaningful that reflects its role within the workflow.
Prompt This section is critical for guiding the LLM's behavior for this specific subagent.
Role*	Specify the subagent’s functional role or identity the AI agent should adopt for its specific tasks within the workflow. This guides how the agent interprets instructions. Example: Customer Support Specialist, Financial Analyst.
Scope*	Define the subagent’s area of responsibility or task boundaries within the larger workflow. Example: Analyze financial statements for Q3 2025.
LLM Type*	You can specify a different Large Language Model (LLM) for this subagent, or keep the default one inherited from the parent agent. Note: For more detailson LLM, refer Configuring Large Language Model (LLM) Settings, in Configuring Parameters page.

Instructions

Use this tab to provide clear, detailed step-by-step instructions and rules that guide the AI agent's reasoning and execution. These instructions are specific to the subagent's role and scope.

Click the Add Instruction + button to define one or more step-by-step instructions.
Each instruction should be concise and directive to ensure the AI performs accurately and consistently.

Actions

In this tab you can define the external tools or functions that the subagent is allowed to invoke during execution. This enables the agent to interact with third-party systems or trigger downstream actions


Option	Description
Tools: Add Tool	Click Add Tool, then choose the required tool from the Tool Category dropdown list. Note: You can find detailed information about each Tool Category and its specific configuration options in the Tools Library page.